David Boak

Financial Advisor, Wealth Management

Over the past 15+ years, David has partnered with clients to help them prepare for life’s expected and unexpected events alike. Making sure clients have a plan that reflects who they are and what they want to accomplish is a cornerstone of his professional approach.  

“Failing to prepare is preparing to fail.” 



BS Business Administration

Bryant University

Professional Affiliations

Certified Financial Planner (CFP®)

Beyond Wiss

Outside of work, David loves spending time with friends and family.  He has three young children, and enjoys coaching them and encouraging their athletic endeavors. David has completed the NYC Marathon and now is currently active at his local CrossFit gym.